Rediscover benefits of automation with Inogic 1 Click productivity apps to Clone, Undo or Export your Dynamics 365 CRM data!

MUMBAI, India — November 26, 2021 – Today is the era of automation. Many day-to-day business processes or activities are being automated to ease the workload of employees. A majority of these manual workload consists of repetitive data entry, exporting data, rectifying errors in system, etc. And these processes have also been fully automated to enable employees to invest more time in productive work.

Taking cue from this ongoing trend of automation, Inogic - a leading Dynamics 365 ISV – has already introduced as many as 3 major productivity apps for Dynamics 365 CRM users. These apps are widely known as Click2Clone, Click2Export and Click2Undo.  Together they are popularly called 1 Click productivity apps, deriving name from their basic functionalities of cloning, exporting and restoring data with just a single click.

With these fabulous productivity apps, CRM users can –

  • Clone/Copy Dynamics 365 CRM records in 1 Click - Click2Clone enables users to clone CRM records (even with more than 100-line items), clone/copy related records from 1:N and N:N relationships, create multiple copies of any CRM record, copy attributes or information of a record from one entity to another entity, etc. These processes can be further automated through workflows. With the automation and simplification of cloning process, the time spent on repetitive data entry is significantly reduced enabling CRM users to be more productive in their daily activities. 
  • Export Dynamics 365 CRM Report/CRM Views/Document templates in 1 ClickClick2Export enables users to export CRM data in different formats (PDF, MS WORD, MS EXCEL, TIFF, CSV), schedule the export of required Dynamics 365 CRM data at regular intervals, send embedded CRM Views data via email, auto send email with attachments, store exported data as Note attachments, upload it to SharePoint and download the exported reports/word/excel templates for offline consumption. Automating these processes through workflows further results in higher productivity among CRM users.
  •  Undo & Restore Dynamics 365 CRM data in 1 ClickClick2Undo enables users to undo the last changes made to Dynamics 365 CRM record and restore it to its previous known state, undo changes in multiple records at once, undo & restore history changes, retrieve and restore deleted records in CRM. With its support for both recovering and restoring CRM data, Click2Undo acts as both ‘recycle bin’ and ‘ctrl+z’ button for Dynamics 365 CRM users.

Make daily CRM routine work interesting, exciting and hassle free with these amazing 1 Click productivity apps! 

About Inogic:

Inogic: Microsoft Gold Partner and a leading Dynamics 365 CRM ISV since 2007 with exclusive focus on providing innovative apps and services on Dynamics 365 CRM/Power Platform. Its flagship product Maplytics™a 5 star rated Preferred App on Microsoft AppSource, is a market-leading maps integration app for Dynamics 365 CRM and Dataverse. Inogic is renowned for its 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it App Integrations like MailChimp Integration, Subscription and Recurring Billing ManagementQuickBooks Integration, Auto Tax Calculator, streamlining Document Management in Dynamics 365 CRM/CE with Attach2DynamicsSharePoint Security Sync improving productivity with Click2CloneClick2ExportClick2UndoAlerts4DynamicsLead Assignment and Distribution AutomationUser Adoption Monitor or simply visual representation of data using Visualization Apps Kanban BoardMap My Relationships, Inogic has always been a hub of distinct and innovative apps for Dynamics 365 CRM / Dataverse. Contributing to the community, Inogic Blogs are very popular for its regular high-quality tips and tricks on all things Dynamics 365 CRM / Power Platform. To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM user experience, visit https://www.inogic.com/ or contact crm@inogic.com

Vendor

Inogic